Subscription Preferences Campaign Monitor 2022

Lets talk Subscription Preferences Campaign Monitor…Hi everyone and thank you so much for joining us today on find out how to utilize campaign monitor for Salesforce together with a live Q&A session viewing as everyone that’s joining us might not know entirely about project well up until all Beaufort 12 we similar to to take a minute to introduce ourselves and our respective services to you so first of all my name is grainy and I belong to the campaign monitor consumer experience team and campaign monitor is an e-mail marketing platform for growing businesses with campaign wallets as straightforward e-mail marketing and automation tools backed by human assistance connecting with your audience has never ever been much easier hi everyone I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and manage Subscription Preferences Campaign Monitor

the technical elements of the integration software application our collaboration with project screens is over ten years old so myself and my group have got a lot of experience working with both platforms I’m so looking forward to taking you through the presentation today and answering your questions great thanks Ross and say a few more individuals have actually simply gotten here so yeah you’re just just in time we’re simply getting underway and we’re going to start getting into the meat of it in a few minutes time but in the minute for the moment now we’ve shared a few information about ourselves we ‘d enjoy to understand a little bit about you people are a quick survey so I’m just going to introduce that now and yeah it’s the subject of the number of of you men out there are existing clients versus those who are still looking and learning and ready to decide or on the platforms and CRM systems email broadcast tools that type of things so Wow it’s fantastic to have so many people on the webinar can actually see the responses coming in thick and fast we’re getting a little a pattern but we’re going to share this in a moment with you all so it’s confidential so please do do not hesitate to vote okay looks like well pretty much everybody has actually voted so if you wish to use the poll button at the bottom we’re gon na cover it up in a few moments time and see what those results appear like fine yeah I think that’s pretty much everybody has voted there so thank you a lot and here’s the results so what a lot of you are already utilizing the adapter so that’s really great to see yeah and a bit of a curiosity going on so some people are simply wanting to know more and yeah somebody aiming to link so yeah that’s truly informative which truly helps us make sure we kind of tailor this to the right audience err folks in today’s webinar we’re moving forward so yep seen there’s a few of you that are not utilizing cm4 SF the adapter is called we need to take a couple of moments to tell you a bit more about what it is I believe this yeah you can you can do this much better than I can Thanks so campaign monitor for Salesforce is the number one e-mail marketing at for Salesforce mainly due to its easy setup and detailed set of functions by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your consumer data send email campaigns and measure the outcomes immediately syncing your information in between these two effective apps suggests that you’re always dealing with the most recent and most accurate data nor from within your Salesforce organization great thanks manager therefore just sailor to enter into a bit more information about today’s 45 minute session we’re gon na take you through a demonstration which is

What is a good open rate for email 2020? Subscription Preferences Campaign Monitor

you know lasts about 15 minutes we’re likewise going to supply you an introduction of how to begin with utilizing the campaign monitor and Salesforce together well then host the live Q&A well we’ll start by addressing some concerns that you sent out in when you signed up so we’ll have those up on screen also so so you can follow those concerns and we’ve actually got 2 slides worth of those so you may find that your concern will be covered in that Q&A session but so as we make it through the Q&A session if you feel that you have actually got a concern that isn’t covered please do really look the Q&A panel at the bottom to add in your question thank you therefore one thing we won’t be covering in today’s demonstration is the preliminary admin and the actual installation setup with the combination that stated we do ever help page that covers this initial step and we’ll paste that link in the chat in just a moment even if you don’t have the combination set up right now this is an excellent introduction of key functions and best practice for linking Salesforce and campaign monitor ideally you’ll see how uncomplicated it is to set up Kempo at a Salesforce and discover a few of the ways you can use it to enhance automate your e-mail marketing wait Thank You Ross and yeah so as we have actually currently covered yeah we won’t be covering some questions later on but if there’s anything that some if there’s anything that comes to mind as you go through the demo please do include your concerns in on the Q&A panel so we’re going to switch to the demo now which has actually been tape-recorded by Ross earlier which’s the getting going with campaign monitor for Salesforce which will cover the different components that you can see on the screen here as I said it’s going to last for just on the 3rd just on the 15 minutes so and if you do miss out on any of the action do not fret we’re tape-recording this webinar so we’ll the top and tail it and get it all sorted out and we’ll share that with you in a day or 2 once we’ve done that so it’ll remain in your inbox so you can come back and view this in your Subscription Preferences Campaign Monitor

 

own time and make sure you’ve got all the knowings and prior to we kick off the demonstration similar to to state a couple of words on Salesforce additions as we get this question quite a bit and the additions of Salesforce are available as you will probably understand our important expert enterprise group and unlimited our integration operates at all but the vital addition it’s likewise where self was classic and the newer lightening user interface if you’re an existing Salesforce user you’re most likely acquainted with the regards to leads contacts campaigns reports and list views we’ll be using these in today’s demonstration hi and welcome to our QuickStart guide to using campaign monitor for Salesforce this port by Beaufort 12 is a number one e-mail marketing app for Salesforce it’s my pleasure to show you how simple it is and how powerful it can be in this demo our objective will be to send out an e-mail project with campaign monitor utilizing existing subscriber data in Salesforce we’ll start from the point where campaign monitor the Salesforce has simply been installed and linked to campaign monitor then take you through the actions to sync your data and send out an e-mail campaign well this isn’t a detailed demonstration of everything that you can do it will show you how you can get your service app syncing and prepared to send out email marketing projects in just a couple of minutes there are also lots of other benefits to keeping your data constant between your serum and email marketing platform not the least of which is saving you time over the next 10 minutes we will be covering how to produce a customer listing campaign monitor sync your Salesforce records to this list using the import wizard produce customized fills and setup Salesforce field mappings share your information synced for a particular time create an email project in campaign monitor and define receivers and send an e-mail campaign and view results we’ll also offer a few suggestions on how to test safely and lastly how to get in touch with the Beaufort 12 support group must you have any concerns around the setup and use of campaign monitor for Salesforce so let’s state that we have actually simply connected to campaign monitor we’re actually keen to sync our data then send our an e-mail campaign utilizing campaign monitor to get you orientated we remain in Salesforce lightning and can see the app launcher in addition to the campaign monitor the Salesforce lightning app just called campaign monitor I’m seeing this as an admin but if you have various permissions from me you may only have the ability to see campaign monitor if your access differs from what you see here you can ask your Salesforce system administrator to update your permissions the campaign monitor lightning app is where we’ll be doing the majority of our setup an e-mail structure today

with this campaign monitor tab you can visit and use campaign monitor without leaving Salesforce is exactly the same as if you logged into the account directly through campaign monitor comm but without the extra steps of visiting often or working throughout multiple browser tabs let’s move on to creating a new customer listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Subscription Preferences Campaign Monitor